First Rate Launches New AI-Driven Innovations and Enhanced Data Aggregation Capabilities
Summary
Also included in the technology innovations release are three new solutions designed to extend First Rate’s offering to provide flexibility and intelligent insights. • IAAS – Insights as a Service: This powerful AI engine unlocks the truth behind your data to generate actionable narratives for each recommendation, enabling you to make faster and more intelligent decisions for investors. “Wealth management is being transformed by technology innovation and disruption on a rapid time-table that is waiting for no one,” said Emily Traxler, Chief Marketing Officer for First Rate. The solutions are customizable, flexible, visually compelling, automated, and all at a lower cost.” “The challenge for wealth management firms today is to deliver the tools, technologies, and resources their advisors need that can be personalized at scale,” said Traxler. First Rate gives financial firms peace of mind by delivering consistent, accurate results that are designed to address the specific needs of their business – and their investors.